EWM
IYR icon

Executive Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Executive Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-225
Closed -$20K – 474
2019
Q2 		$20K Buy
225
+2
+0.9% +$175 ﹤0.01% 470
2019
Q1 		$19K Sell
223
-175
-44% -$14.5K ﹤0.01% 430
2018
Q4 		$30K Buy
+398
New +$31.3K 0.01% 360

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Executive Wealth Management's IYR Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 225 shares — an estimated $20K sold.

Executive Wealth Management first reported a position in IYR in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q4 2018. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 225 iShares US Real Estate ETF shares in Q3 2019, an estimated $20K.
  • Executive Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares US Real Estate ETF position peaked at $30K in Q4 2018.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.